Download as pdf or txt
Download as pdf or txt
You are on page 1of 174

Managing Multiple Tasks,

Priorities and Deadlines


By: Alex (Ameer) Ayoub
Partner

Meirc Training & Consulting


P.O. Box 5883, Dubai, UAE
Tel: + 971 (04) 556 7171, Fax + 971 (04) 556 7299
Email: aayoub@meirc.com, website: www.meirc.com
Meirc Training & Consulting

About the Company

M00: Introduction 2
About Us

• Established by Meirc as a
new division in 2014
• Provides specialized
(industry-specific or
function-oriented) training
• Programs developed with
and facilitated by:
– Leading subject matter
experts
– Practitioners
– Technical trainers

M00: Introduction 3
What Do We Stand For?

Our Vision
Our Your Most Trusted Partner
Values Client-Centricity in Developing Excellence for
Generations to Come
Reliability
Innovation
Your Development, Our Passion
Excellence
Mastery
Our Mission
• To earn the trust and confidence of our clients by providing the most reliable training and
consulting products and services in the region.
• To continuously innovate to ensure we are aligned with our clients and we will strive for
excellence in everything we do.
• To walk the talk when it comes to our employees and prove why Meirc is the leading
employer in our industry.
M00: Introduction 4
Portfolio of Courses

M00: Introduction 5
70’s: Beirut Lebanon & Paris France

80’s and 90’s: USA – Texas and California

2000-2007: Back to Lebanon

2007-Present: Dubai UAE, Meirc Training & Consulting

Currently: Partner with Meirc Training & Consulting


Professional Co-Active Coach (CTI)

Alex-Ameer F. Ayoub: A Brief Bio!

About the
Facilitator

M00: Introduction 6
Alex-Ameer Ayoub: Detailed Bio
Education
Mr. Alex-Ameer Ayoub is a partner with Meirc Training & Consulting. He holds a master of science degree in
management and information systems from the University of North Texas in USA, and a bachelor of science in business
computer and information systems from the Lebanese American University. Alex-Ameer also holds credentials in
vocational and adult education from the State of California, USA, and is certified in occupational and psychological
testing from the British Psychological Society. He is also a certified training practitioner (CTP™) from the Institute of
Performance and Learning, Canada and a Professional Co-Active Coach from the Coaches Training Institute (CTI USA).
Experience
Alex-Ameer has over 25 years of work experience in the USA, Lebanon, and the UAE. Before joining Meirc in 2007, Alex-
Ameer held for five years a full-time faculty position with the school of business at the American University of Beirut.
During his employment with AUB, he taught courses in general management principles, strategic management as a
capstone course for senior level business students, and organizational behavior. During his time at AUB, Alex-Ameer was
also involved in several consulting projects one of which was in association with the British Council with aims to study
the creative industries in the Lebanese market and to assess the impact of those industries on Lebanon’s economic
model. While at AUB, he was hired frequently to facilitate workshops in leadership, management and organizational
behavior to companies in Saudi Arabia, Kuwait, and the UAE. Alex-Ameer also worked with the Lebanese firm Investcom
Telecom on a 2-year project in Yemen during which he assumed the position of MIS manager. Prior to his contract with
Investcom Telecom, he held for more than ten years, the positions of data processing manager with Helene Curtis
Corporation, data quality control manager with Commuter Transportation Services, and systems engineer with EDS
Corporation, all in the USA.
Expertise
With Meirc, Alex-Ameer conducts training in the fields of leadership and management, administration and organizational
behaviour, interpersonal skills, and communication. He also specializes in negotiation and business coaching skills. Alex-
Ameer also provides consulting in the areas of psychometric testing, employee assessment, and personality profiling.

M00: Introduction 7
Program Outlines and Objectives

M00: Introduction 8
Objectives: By the end of this course, you will be able to:

Explain the link


Identify task objectives,
between strategic
constraints and
planning and task
stakeholders
accomplishment

Set task priorities and Conduct and perform


deadlines effective delegation

M00: Introduction 9
Program Outline:

Introduction to the ‘task’ concept Task management and


in a business environment importance of planning
• Role of self-management in • Managerial functions and tasks
managing tasks • Task management skills
• Overview of task management • Dealing with task constraints
• The task PTTR lifecycle • Goals, objectives and tasks
• Task management principles • From SMART objectives to SMART
• Task management and the business tasks
environment • Scopes of work and task
• Organizational perspective on work assignments
accomplishment • Identifying and managing task
• Building value mindset in every task stakeholders
• Impact of company strategy on task • Task related risks
management
• Role of organizational structures in
getting tasks done

M00: Introduction 10
Program Outline:

Setting Task Priorities &


Delegation
Deadlines
• How we deal with tasks - an • Definition of delegation and why
assessment to delegate
• Task management and work • Root causes of poor delegation
• Planning, scheduling and meeting • Learning the steps to effective
deadlines delegation
• Task management and the • Empowering and motivating
development of priorities employees through delegation
• Managing meetings, e-mails, and • The dos and don’ts of delegation
interruptions
• ‘To do’ lists and managing
priorities
• Time wasters, procrastination and
immediate demands
• Tasks and automation
• Task management and stress

M00: Introduction 11
Blended Learning

Blended Learning

WHAT WHY WHEN WHERE WHO HOW


Classroom course Engage learners Attend scheduled In the classroom All participants Easy as ABC!!!
followed by web- by appealing to classroom courses and on the go!!! attending a Meirc Complete
based experience. different learning & engage in Continue your training course. classroom course.
preferences. eLearning learning journey Receive eLearning
Extend learning experience at from your PC, access code. Log
beyond the your own time. phone or tablet. into your account.
classroom.

Free online blended learning


To activate your eLearning account, email us at meirc@meirc.com for
your complimentary subscription.

M00: Introduction 1
60 Facts and Milestones

Meirc Training & Consulting was founded in 1958.
This year, we will be celebrating our 60th birthday. Here are 60 facts 
and milestones about Meirc’s rich and long interesting history.

M00: Introduction ‐ Addendum 1
60 Facts and Milestones

1. In April 1958, Mr. Simon Siksek founded Meirc.
2. Its 1st offices were in Beirut, Lebanon.
3. Before founding Meirc, Mr. Siksek studied economics and law at Cambridge University, 
England and worked at Aramco in Dhahran (KSA).
4. When it was founded, the company’s name stood for Middle East Industrial Relations 
Counselors (M.E.I.R.C.).
5. In 1958, MEIRC’s total headcount was 2.
6. The 4 companies which were first to commission MEIRC with a comprehensive Industrial 
Relations (IR) project and later became MEIRC’s Advisory Committee were: Kuwait Oil 
Company (KOC), Saudi Aramco, Bahrain Petroleum Company (BAPCO) and Qatar 
Petroleum Company (QPC).
7. In 1960, MEIRC pioneered the organization and implementation of Human Resources 
conferences in the region.
8. In 1962, Mr. Ted Abdo (MEIRC’s former Chairman) had his first assignment in the Gulf 
area heading a team of 15 interviewers tasked with conducting a Household 
Expenditure Survey in Kuwait.
9. In 1967, MEIRC built its own office building in Beirut, Lebanon.
10. In 1968, MEIRC conducted its 1st public (open) course at Al Bustan Hotel in Broummana, 
Lebanon; the course had 62 participants from different GCC states; it was titled 
“Successful Supervision” and its duration was 10 days.

M00: Introduction ‐ Addendum 2
60 Facts and Milestones

11. In 1970, MEIRC began using its training through gaming methodology.
12. In 1975, with encouragement and assistance from MEIRC’s founder (Mr. Siksek), Dr. 
Farid Muna attended the London Business School (University of London) and obtained 
his PhD; his thesis was published in a book he wrote titled The Arab Executive.
13. In 1976, MEIRC relocated its headquarters from Beirut to Athens, Greece due to the 
Lebanese civil war.
14. In 1978, MEIRC conducted annual seminars in Japan for Japanese managers working 
with, or in, the Arab World. The seminars were coordinated with the Japan Cooperation 
Center for the Middle East (JCCME).
15. In 1986, JCCME started sending Japanese managers to the Middle East to attend 
MEIRC’s seminar, which was titled Management in the Arab World.
16. In 1989, MEIRC opened a branch in Dubai, UAE; its offices were in the Arenco building in 
Karama.
17. In 1989, MEIRC’s founder Mr. Simon Siksek sadly passed away.
18. In 1989, Mr. Ted Abdo became the company’s chairman and Dr. Farid Muna its Managing 
Director.
19. In 1989, Dr. Farid Muna published another book on management titled The Making of 
Gulf Managers.
20. In January 1990, Dr. Farid Muna was the main speaker at the “Gulf Education and 
Training Exhibition” held in Dubai.

M00: Introduction ‐ Addendum 3
60 Facts and Milestones

21. In 1991, MEIRC moved its headquarters from Athens to Dubai.
22. In 1991, Dr. Farid Muna became Managing Director of MEIRC.
23. In 1991, MEIRC completed a management buyout, changed its name to Meirc Training & 
Development and moved to a new building in Karama called Al Khaleej.
24. In 1992, Meirc started publishing a quarterly training newsletter.
25. In 1994, Meirc introduced the profit sharing scheme aimed at motivating and retaining 
its loyal senior consultants and managers.
26. In 1994, Meirc launched an educational scholarship program in memory of its founder 
and targeted at children of Meirc employees.
27. In 1995, Meirc facilitated a training course on management and leadership in a wild life 
safari in Tanzania.
28. In 1996, Meirc held its first “Women in Management” forum in Dubai.
29. In 1997, Meirc became the 1st training company in the Middle East to be ISO certified.
30. In 1997, Meirc changed its name to the current “Meirc Training & Consulting”.

M00: Introduction ‐ Addendum 4
60 Facts and Milestones

31. In 1997, Meirc re‐opened its offices in Beirut, Lebanon.
32. In 1997, Meirc became the 1st training company in the region to launch its own website.
33. In 1998, Dr. Farid Muna became the company’s Chairman and Dr. Ramsey Hakim its 
Managing Director.
34. In 1998, a major Libyan client requested several managerial courses to be conducted in 
Libya. Because of the boycott at that time, Meirc consultants flew to Malta and then 
went to Libya by ship to run the courses. The journey from Dubai to Libya took 3 days!
35. In 2003, Dr. Farid Muna (Meirc Chairman) wrote and published another book on 
management titled Seven Metaphors on Management. 
36. In 2004, the training newsletter published by Meirc became electronic.
37. In 2004, Meirc opened its offices in Abu Dhabi, UAE.
38. In 2007, Meirc opened its offices in Jeddah, KSA.
39. In 2009, Dr. Ramsey Hakim became Meirc’s Chairman.
40. In 2009, Meirc introduced the Meirc Professional Certificate (MPC) courses. 

M00: Introduction ‐ Addendum 5
60 Facts and Milestones

41. In 2010, Meirc introduced training courses to help professionals prepare for 
international certification exams.
42. In 2010, Meirc recruited its first agent for marketing its services in Africa.
43. In 2010, Dr. Farid Muna (Meirc Board Member) and Dr. Ziad Zennie (Partner) published 
their book titled Developing Multicultural Leaders.
44. In 2011, Mr. Samer Taher became Meirc’s Managing Director.
45. In 2013, Meirc offered its 1st webinar.
46. In 2014, Meirc established PLUS Specialty Training, a new division specializing in 
technical and industry‐specific courses.
47. In 2015, Meirc moved to its newly purchased 20,000 sq. ft. premises in Business Bay, 
Dubai.
48. In 2016, the number of Meirc’s clients exceeded 4,000 companies. 
49. In 2017, the number of professionals trained by Meirc reached 400,000 participants. 
50. In 2017, two Meirc consultants earned doctorate level degrees due in part to Meirc’s
ongoing investment in developing its employees.

M00: Introduction ‐ Addendum 6
60 Facts and Milestones

51. In 2017, Meirc pioneered its Course Selector, an innovative solution to help clients 
select efficiently their training courses. 
52. In 2017, Meirc introduced blended learning to support course participants who wish to 
extend their professional education after completing the training course.
53. In 2017, Dr. Ziad Zennie sadly passed away after having served Meirc for 25 years.
54. In 2018, Mr. Chaouki Eid became Meirc’s Managing Director and Mr. Samer Taher joined 
the company’s Board. 
55. In 2018, Meirc planned 500+ public training sessions in 14 different cities spanning the 
GCC, Europe, Africa and Asia.
56. In 2018, Meirc’s courses covered 26 different categories which included more than 300 
different topics. 
57. In 2018, Meirc celebrated its 60th anniversary and adopted a new slogan “Passionately 
Developing Careers for 60 years”.
58. Today, the name Meirc stands for the company’s 5 values which are: Mastery, 
Excellence, Innovation, Reliability and Client‐centricity.
59. Meirc’s average employee tenure is 10.23 years.
60. Meirc today is truly a multi‐national company with a team representing 17 different 
nationalities whom we call the “Meirc Family”. 

M00: Introduction ‐ Addendum 7
This page is left blank intentionally, and can be used to take notes
Module I

Introduction to Tasks in a Business Environment

M01: Introduction to Tasks in a Business Environment 1


Self and Task Management

M01: Introduction to Tasks in a Business Environment 2


A Contextual View of Task Management

What is self-management when we talk


about managing tasks?

M01: Introduction to Tasks in a Business Environment 3


Self and Task Management

Self-management is the “process" of influencing


oneself to establish the self-direction and self-
motivation needed to perform.

M01: Introduction to Tasks in a Business Environment 4


Self and Task Management

In the following slides


we cover a few ideas
that are central to the
Self-Management
philosophy.

M01: Introduction to Tasks in a Business Environment 5


Self and Task Management

1
People are generally happier when they
have control over their own life (and work)

M01: Introduction to Tasks in a Business Environment 6


Self and Task Management

2
Decision-making authority is
best when it is closest to where
actual work is being done.

M01: Introduction to Tasks in a Business Environment 7


Self and Task Management

3
When you give good
people more
responsibility, they
tend to flourish.

M01: Introduction to Tasks in a Business Environment 8


Self and Task Management

4
Traditional organizational
hierarchies are not
scalable—in fact, they
are a recipe for a slow
painful death.

M01: Introduction to Tasks in a Business Environment 9


Self and Task Management

Self-Management is a fundamental
mind-shift in the way we view
human organizations, management
and organizational strategy.

M01: Introduction to Tasks in a Business Environment 10


Self and Task Management

What is the role of


personal values in self-
management?

M01: Introduction to Tasks in a Business Environment 11


Self and Task Management

Values are internal


beliefs which, although
cannot be seen, have a
great impact on our
external behavior

A personal value is
something you believe to
be most important to
you. It is a reflection of
your interests, wants,
needs or wishes

M01: Introduction to Tasks in a Business Environment 12


Self and Task Management

Not all values have the


same rank or weight.
Within a person, some
values are more
important than others

An understanding of our
personal values will help
us identify what drives
and motivates us and
what does not

M01: Introduction to Tasks in a Business Environment 13


A Contextual View of Task Management

M01: Introduction to Tasks in a Business Environment 14


A Contextual View of Task Management

What is a task?

M01: Introduction to Tasks in a Business Environment 15


A Contextual View of Task Management

A task is the smallest


identifiable and essential
piece of a job that serves as
a unit of work, and as a
means of differentiating
between the various
components of a project. Source:
http://www.businessdictionary.com
/definition/task.html

M01: Introduction to Tasks in a Business Environment 16


A Contextual View of Task Management

What is task management?

M01: Introduction to Tasks in a Business Environment 17


A Contextual View of Task Management

Task management is the


process of managing a task
through its life cycle. It
involves planning, testing,
tracking and reporting.

M01: Introduction to Tasks in a Business Environment 18


A Contextual View of Task Management

Task Management Principles

Documenting
Monitoring
Controlling

Teamwork
proactive

attention
Planning

Paying
Being

M01: Introduction to Tasks in a Business Environment 19


A Contextual View of Task Management

Planning
•A sensible plan gets things
done.

M01: Introduction to Tasks in a Business Environment 20


A Contextual View of Task Management

Controlling
•You cannot control what
you cannot quantify.

M01: Introduction to Tasks in a Business Environment 21


A Contextual View of Task Management

Being Proactive
•Being proactive is vital.

M01: Introduction to Tasks in a Business Environment 22


A Contextual View of Task Management

Monitoring
•Monitor your people to
ensure success.

M01: Introduction to Tasks in a Business Environment 23


A Contextual View of Task Management

Teamwork
•Promote teamwork and give
accountability to those
involved- it makes things
easier.

M01: Introduction to Tasks in a Business Environment 24


Overview and context of task management

Paying Attention
•You could learn a lot from it.
You should be keen on what is
going on around you.

M01: Introduction to Tasks in a Business Environment 25


Overview and context of task management

Documenting
•Plans, designs, procedures,
processes, and solutions
should be clearly documented,
along with decisions and
agreements made.

M01: Introduction to Tasks in a Business Environment 26


Overview and context of task management

Why embrace task management principles?


• They serve as a guide to task managers in knowing
which direction to take to maintain practicality and
effectiveness.
• They help understand how to manage the task given,
along with dealing with the people who will help us
accomplish it.
• These principles reduce incidence of failure because
they have been tried and tested.

M01: Introduction to Tasks in a Business Environment 27


Task Management and the Business Environment

M01: Introduction to Tasks in a Business Environment 28


Task Management and the Business Environment

Are the number of


hours spent at
work an indication
of one’s effort,
interest, and
accomplishment?

M01: Introduction to Tasks in a Business Environment 29


Task Management and the Business Environment

The greatest ideas and the


execution of these ideas
happen in spurts.

M01: Introduction to Tasks in a Business Environment 30


Task Management and the Business Environment

Yet, managers
instinctively measure
employees with an eye on
the clock.

M01: Introduction to Tasks in a Business Environment 31


Task Management and the Business Environment

What working conditions are


ideal for maximum productivity?

M01: Introduction to Tasks in a Business Environment 32


Task Management and the Business Environment

Emphasizing Leveraging
Trust
Results Creativity

M01: Introduction to Tasks in a Business Environment 33


An Organizational Perspective on Work Accomplishment

M01: Introduction to Tasks in a Business Environment 34


An Organizational Perspective on Work Accomplishment

How does your organization


accomplishes its work and
creates value?

M01: Introduction to Tasks in a Business Environment 35


An Organizational View of Work and Value Creation

To help answer this


question let us
review Michael
Porter’s Concept of
Value Chain and Michael Eugene Porter is an
American academic known for
his theories on economics,

Value Creation. business strategy, and social


causes. Wikipedia

M01: Introduction to Tasks in a Business Environment 36


An Organizational Perspective on Work Accomplishment

A value chain is a set of


activities organizations
perform to create value
for their customers.

M01: Introduction to Tasks in a Business Environment 37


An Organizational Perspective on Work Accomplishment

The way in which


value chain activities
are performed
determines costs
and affects profits.

M01: Introduction to Tasks in a Business Environment 38


An Organizational Perspective on Work Accomplishment

The more value


an organization
creates, the
more profitable
it is likely to be.

M01: Introduction to Tasks in a Business Environment 39


Porter’s Value Chain Model

M01: Introduction to Tasks in a Business Environment 40


An Organizational Perspective on Work Accomplishment

Using Porter’s Value Chain


To identify and understand your company's
value chain, we follow the following steps:
Step 1: Step 2: Step 4:
Identify sub- Identify sub- Step 3: Look for
activities for each activities for each Identify links opportunities to
primary activity support activity increase value

M01: Introduction to Tasks in a Business Environment 41


Impact of Strategic Management on Task Management

M01: Introduction to Tasks in a Business Environment 42


Impact of Strategic Management on Task Management

Management plays an
extremely vital and
strategic role when it
comes to setting the
scene on the tasks
that the organization
needs to focus on.

M01: Introduction to Tasks in a Business Environment 43


Impact of Strategic Management on Task Management

This becomes obvious when we


realize that strategic management
consists mainly of four (4)
interrelated stages.

M01: Introduction to Tasks in a Business Environment 44


Strategy Management Process

Assess Design Build Manage


Strategic Issues: Identify Vision: Create an image of Use SWOT: Process the SWOT Rollout: Communicate strategy
strategic issues to address what success looks like in 5 to set priorities. to whole organization
years.
Industry & Market Data: Mission: Determine your Strategic Objectives: Set short- Set Calendar: Establish
Identify market opportunities organization’s core purpose. to-mid-term SMART objectives. schedule for progress reviews
and threats (1+ yr.)
Customer Insights: Assess Values: Identify your core KPIs: Select key performance Leverage Tools: Train team
current satisfaction and future beliefs. indicators to track progress. members to use relevant tools
demand.
Employee Input: Determine Competitive Advantages: Department Initiatives: Adapt Quarterly: Hold progress
strengths and weaknesses. Solidify your unique position Cascade strategic objectives to reviews and modify
departments. (12 months)
SWOT: Synthesize the data into Org. Wide Themes: Establish Team Member Objectives: Update Annually: Review end
summary SWOT items. the approach for how you will Cascade dept. objectives to of year, plan next year.
succeed individuals.
Strategic Goals: Develop a 3 to Budget: Align a one-year
5 year balanced framework of budget with the plan.
4-6 strategic goals.
Forecast: Develop a 3-year
financial projection.

M01: Introduction to Tasks in a Business Environment 45


Impact of Strategic Management on Task Management

Manage Empower
Resources Staff

Guide Promote
Decisions Accountability

Provide Strategic Manage


Purpose Management Performance

M01: Introduction to Tasks in a Business Environment 46


How the Type of the Organization influences Task Management

M01: Introduction to Tasks in a Business Environment 47


Task Management and Organization Types

Organizational types and


structures play in important role
in task management.

M01: Introduction to Tasks in a Business Environment 48


Task Management and Organization Types

They can either inhibit or


promote performance,
depending how effectively the
workplace relationships and
workflow influence productivity.

M01: Introduction to Tasks in a Business Environment 49


Task Management and Organization Types

There are five popular business organizational structures or


types that popular in the market. In the following they are
briefly discussed along with the some of the advantages each
bring about. These organizational models are:

• Matrix organizational structure


• Functional organizational structure
• Product organizational structure
• Customer organizational structure
• Geographic organizational structure

Source: Pingboard.com

M01: Introduction to Tasks in a Business Environment 50


Task Management and Organization Types

Source: Pingboard.com

M01: Introduction to Tasks in a Business Environment 51


This page is left blank intentionally, and can be used to take notes
Module II

Task Management and Importance of Planning

M02: Task Management and Importance of Planning 1


Let’s Discuss

What is the role of a manager or a


supervisor?

What are some characteristics of an


effective manager or a supervisor?

What are the main competencies of an


effective manager or a supervisor?

M02: Task Management and Importance of Planning 2


Management and Supervisory Functions

There are four generic functions under which majority of


managerial and supervisory tasks are listed:

Planning Organizing

Leading Controlling

M02: Task Management and Importance of Planning 3


Management and Supervisory Tasks and Responsibilities

Planning Organizing Leading Controlling


• Plan ahead / • Assign and distribute • Lead / Make • Monitor and control
Strategic thinking work Decisions performance
• Establish objectives • Handle • Train and develop • Review and evaluate
administrative duties employees performance

M02: Task Management and Importance of Planning 4


Management and Supervision – Key Competencies

Professionalism
Strategic
Building Self- Planning and and Multi-
Adaptability Thinking and
Relationships Management Administration Cultural
Action
Awareness

M02: Task Management and Importance of Planning 5


Task Management and Planning

Getting tasks done requires


planning around:

Collecting Processing
Organizing Reviewing
ideas the stuff

M02: Task Management and Importance of Planning 6


Task Management and Planning

Getting tasks done also requires


planning around the To-Do list
because it helps in:

Organizing Setting Coordinating Tracking


your life priorities similar tasks progress

M02: Task Management and Importance of Planning 7


Skills Needed to Lead and Manage Tasks

M02: Task Management and Importance of Planning 8


Skills Needed to Lead and Manage Tasks

Essential skills to manage tasks


can be classified into:

Basic Skills Soft Skills

M02: Task Management and Importance of Planning 9


Skills Needed to Lead and Manage Tasks

Basic skills involve:

Decision Problem Time


making solving management

M02: Task Management and Importance of Planning 10


Skills Needed to Lead and Manage Tasks

Soft skills involve:

Conflict
Communication Leadership Team building
management

M02: Task Management and Importance of Planning 11


Dealing with Task Constraints

M02: Task Management and Importance of Planning 12


Let’s Discuss

How can we reduce task


constraints in the
workplace?

M02: Task Management and Importance of Planning 13


Dealing with Task Constraints

Some of the key steps to improve task clarity


and reduce task constraints involve:

• Induction
• Training
• Personal work plans
• Seeking employee opinions
• Performance feedback
• Removing communications barriers

M02: Task Management and Importance of Planning 14


Dealing with Task Constraints

Some of the key steps to improve task clarity


and reduce task constraints involve:
• Constantly updating job accountabilities
• Clear reporting lines and accountabilities
• Clear organizational charts
• Ensure understanding in case of structural changes
• Don’t assume; check, train, empower
• Embrace change

M02: Task Management and Importance of Planning 15


Goals, Objectives and Tasks

M02: Task Management and Importance of Planning 16


Famous Quote

“The trouble with not having a goal is


that you can spend your life running up
and down the field and never score.” –
Bill Copeland – Cricket Umpire

“Setting goals is the first step in turning


the invisible into the visible.” – Tony
Robbins – Motivational Speaker /
Author

M02: Task Management and Importance of Planning 17


Let’s Discuss

What are goals?

What are objectives?

M02: Task Management and Importance of Planning 18


Goals, Objectives and Tasks

What are goals?


• Goals are outcome
statements that define
what an organization is
trying to accomplish.

M02: Task Management and Importance of Planning 19


Goals, Objectives and Tasks

What are objectives?


• Objectives are very
precise, time-based,
measurable actions that
support the completion
of a goal.

M02: Task Management and Importance of Planning 20


Goals, Objectives and Tasks

To make objectives clear we need to


make them SMART:
Specific Measureable Agreed Realistic Time bound
States Includes a Between you Can be With a clear
exactly that quality or and your challenging end date or
you need to quantity reviewer or but must be timescale
achieve measure employee achievable

M02: Task Management and Importance of Planning 21


Integrating scope, work structure and management plan in task assignments

M02: Task Management and Importance of Planning 22


Let’s Discuss

What is a scope of work?

What is a work structure?

What is a project plan?

M02: Task Management and Importance of Planning 23


Integrating a Scope, Work Structure and Project Plan in Assignments

What is a scope of work?


• The Scope of Work (SOW) is
the area in an agreement
where the work to be
performed is described.

M02: Task Management and Importance of Planning 24


Integrating a Scope, Work Structure and Project Plan in Assignments

What is a work structure?


• A work structure or work
breakdown structure is a key
project deliverable that
organizes the team's work into
manageable sections.

M02: Task Management and Importance of Planning 25


Integrating a Scope, Work Structure and Project Plan in Assignments

A sample
work
breakdown
structure

M02: Task Management and Importance of Planning 26


Integrating a Scope, Work Structure and Project Plan in Assignments

What is a project plan?


• A project plan is a formal
document designed to guide
the control and execution of
a project or an assignment.

M02: Task Management and Importance of Planning 27


Integrating a Scope, Work Structure and Project Plan in Assignments

A project plan answers the following


basic questions regarding the project:
Why? What? Who? When?
e.g. Why are we e.g. What are the e.g. Who is e.g. When is the
doing this project? activities required to responsible for the project expected to
successfully complete project? be delivered?
the project?
What are the
deliverables?

M02: Task Management and Importance of Planning 28


Sample
project
plan

M02: Task Management and Importance of Planning 29


Another Project Plan + Dashboard

M02: Task Management and Importance of Planning 30


Managing Tasks and Stakeholders

M02: Task Management and Importance of Planning 31


Let’s Discuss

When it comes to tasks, who


are the stakeholders?

M02: Task Management and Importance of Planning 32


Managing Tasks and Stakeholders

Everyone, including managers and supervisors, deal with many


stakeholders with variable influence on the success of a task, activity
or initiative. Stakeholders can be:

Your Boss Shareholders Government

Senior Executives Alliance Partners Trades Associations

Your Co-Workers Suppliers The Press

Your Team Lenders Interest Groups

Customers Analysts The Public

Prospective Customers Future Recruits The Community

Your Family

M02: Task Management and Importance of Planning 33


Managing Tasks and Stakeholders

Analyzing stakeholders is vital,


but how can we do it?
• Stakeholder analysis is actually a process
that classifies individuals or groups
associated with tasks, activities,
initiatives, etc. through the powers and
interests they exert or get influenced by.

M02: Task Management and Importance of Planning 34


Managing Tasks and Stakeholders

Three key steps in a


stakeholders analysis:
Step 1: Step 2: Step 3:
Identify your Prioritize Understand
stakeholders your your key
stakeholders stakeholders

M02: Task Management and Importance of Planning 35


Identifying and Managing Stakeholders

Step 1: Identify your stakeholders


• You need to think of the
people who are affected
by what you are trying to
do, and have influence or
power over it.

M02: Task Management and Importance of Planning 36


Identifying and Managing Stakeholders

Step 2: Prioritize your stakeholders


• Is important to map them out and
classify stakeholders based on their
power over your tasks work and by
their interest in your work.

M02: Task Management and Importance of Planning 37


Identifying and Managing Stakeholders

Step 3: Understand key stakeholders


• This step requires analyzing and
documenting relevant information
regarding stakeholders’ interest,
involvement and potential impact
on task, activity or project at hand.

M02: Task Management and Importance of Planning 38


Identifying and Managing Stakeholders

Communicating with stakeholders is very critical.


Planning this stage should include the following
steps:
Step 1 Step 2 Step 3 Step 4
Plan your Think through Define the Define the
approach to what you want message you actions and
stakeholders from each need to get communications
management: stakeholder across needed

M02: Task Management and Importance of Planning 39


Identifying and Managing Stakeholders

It is always worthwhile to think through the roles


stakeholders play. RACI is a very good model for that:

RACI stands for: R = The RACI Matrix brings


Responsible, A = Accountable, structure and clarity to
C = Consulted, I = Informed assigning roles people play.

Tasks, Functions A Function B Function C Function D


milestones, and (e.g. Line (e.g. Manager)
decisions Supervisor)
Task 1 R A
Task 2 R I A R
Task 3 C A R
Task 4 A C C I

M02: Task Management and Importance of Planning 40


Module III

Setting Task Priorities & Deadlines

M03: Setting Task Priorities & Deadlines 1


Harvey Mackey - American Writer

“ Time is free, but it is Priceless. You


can’t own it, but you can use it.
You can’t keep it, but you can
spend it. Once you’ve lost it, you
can never get it back”.

M03: Setting Task Priorities & Deadlines 2


Time is a Paradox

We never seem to have


enough of it, and yet we
have all the time there is!

M03: Setting Task Priorities & Deadlines 3


From Steve Jobs

“My favorite thing in life does not cost


any money. It's really clear that the most
precious resource we all have is time.”
•Steve Jobs:
•Was an American technology
entrepreneur, visionary and
inventor. He was the co-founder,
chairman, and chief executive
officer of Apple Inc.

M03: Setting Task Priorities & Deadlines 4


Definition

• The effective and efficient use of techniques


and tools to fully maximize professional and
personal time in the accomplishment of
established goals.

M03: Setting Task Priorities & Deadlines 5


First step in setting your
priorities is to:

Identify Your Time


Wasters

M03: Setting Task Priorities & Deadlines 6


Time wasters you create:

No planning Failure to listen


Socializing Over control
Pre-occupation Fear of offending
Lack of delegation
Unrealistic time estimates
Attempting too much
Unable to terminate visits
Interruptions
Failure to anticipate
Unable to say no
Goals not clearly defined
Lack of self-discipline

Poor prioritizing Slow reading

Procrastination Emotional upset

Mistakes (your own) Poor concentration..

M03: Setting Task Priorities & Deadlines 7


Time wasters created by others:

Telephone Indecisiveness
Visitors Differing values
Meetings Lack of feedback
Delays
Unclear roles
Interruptions
Shifting priorities
Poor communication
Lack of policies
Unclear problems
Lack of authority
Mistakes (others’)
Ineffective help Understaffing

Reverse delegation Overstaffing..

M03: Setting Task Priorities & Deadlines 8


Second step will be to eliminate
or reduce your time wasters

Create Your Personal Activity Logs

M03: Setting Task Priorities & Deadlines 9


Activity Logs

Find Out How You Really Spend Your Time

• It is too easy to forget time spent reading junk mail,


talking to colleagues, making coffee, eating lunch, etc.

Monitor your Personal Peaks

Learn from Your Log..

M03: Setting Task Priorities & Deadlines 10


Activity Log (Sample)
Name
Date

Did you
Time plan to
Activity Start Finish Notes
Spent do this
now?

M03: Setting Task Priorities & Deadlines 11


Sample Activity Log
Time Est. Actual Activity % effectiveness / Solution

9 am 10’ 15’ Review 67%: Distracted by papers on desk.


day’s plan Solution: Clear desk before I start.
9:15 20’ 50’ Write letter 40%:Bogged down in perfectionism on how to word it.
Solution: Force myself to go on and write whole 1st draft at rapid pace and see if it
is good enough.
10:05 5’ 12’ Call Mr. 42%:Got off on tangent. Solution : Stick to phone call priority list.
Jones
10:17 15’ 30’ Coffee 50%:I rationalized that since I started my break at 10:17 instead of the official 10:15
break I deserved a few extra minutes that stretched with socializing. Solution : Use more
discipline.
10:47 5’ 13’ Call Wilson 39%:Same phone troubles as above. Solution : Stick to phone call priority list

11:00 30’ 45’ Sales 67%: Delay in starting meeting by 5 mins. Many of us were too wordy. Solution :
meeting Clarify starting time and how much time we each have to speak.
11:45 5’ 15’ Call 33%: Service rep. not in - Called friend Jerry to see about tickets to concert. Talked
CopyLand about everything. Solution : Stick to priorities.
12:00 60’ 90’ Lunch 67%: Slow service - missed 1 pm appointment. Solution : Change restaurants or
allow more time.
4:45 15’ 25’ Planning for 60%: Morgan dropped by to set golf plans - too many phone interruptions. Solution
tomorrow : Block interruptions
M03: Setting Task Priorities & Deadlines 12
Time Wasters Log
Time Wasters Sun. Mon. Tue. Wed. Thu.
Telephone interruptions
E-mail interruptions
Daydreaming or trying to get yourself going
Doing things that others should do
Indecision
Working without a plan
Doing something you should have refused or delegated
Procrastination
Clarifying unclear communication
Searching for items
Unscheduled visitors
Idle chatter
Fixing the problems of others
Trying to do too many things at once
Unproductive meetings
Confusion about what should be done and when
Breaks that are too frequent or too long

Total Time Wasted:

M03: Setting Task Priorities & Deadlines 13


What are the Skills Involved in Eliminating Time Wasters?

Communication

Problem Solving

Decision Making
Time (self)
Management
Conflict Management

Questioning

Listening.

M03: Setting Task Priorities & Deadlines 14


Effective Management of Meetings, e-Mails, Interruptions

M03: Setting Task Priorities & Deadlines 15


Effective Management of Meetings, e-Mails, Interruptions

Meetings and Tasks

Always clarify specific Consider alternatives to


Explore scheduling tools.
purpose of meetings. meetings.

For meetings, make an Invite people who need to Set time for each agenda
agenda and stick with it. attend. item.

M03: Setting Task Priorities & Deadlines 16


Effective Management of Meetings, e-Mails, Interruptions

E-Mails and Tasks

Don't over communicate Make good use of subject Keep messages clear and
by e-mail. lines. brief.

Be polite. Check your tone. Proofread.

M03: Setting Task Priorities & Deadlines 17


Effective Management of Meetings, e-Mails, Interruptions

Interruptions and Tasks

Interruptions are part of Record interruptions. Allow enough time for


your job. Accept them. Look for patterns. interruptions.

Stand up when someone


Bunch similar things
comes in. it gives you
Keep interruptions short. together and handle in on
more control an
go.
interruption.

M03: Setting Task Priorities & Deadlines 18


Goals

• In writing
• 2 approaches
– Results-focused • Specific
– Activity-focused • Measurable
• Achievable
• Link goals together • Realistic
• Timed
• Prioritize
• Prioritized
• Compatible
• Develop the results habit

M03: Setting Task Priorities & Deadlines 19


Goals – Example

Activity-focused Result-focused
• Visit 4 clients per month • Increase database by 8%
• Conduct 12 team meetings • Reduce team conflict to zero
during this year • Increase sales by 7%
• Attend 3 sales training • Lose 5 kg by end of the year
programs
• Exercise five time a week

M03: Setting Task Priorities & Deadlines 20


Start Planning

M03: Setting Task Priorities & Deadlines 21


The Yearly Planner

Start with a yearly Plug your work dates


planner

• Planning meetings
Plug your personal dates • Performance reviews
• Business trips
• Vacation • Etc.
• School meetings
• Car registration
Update as you go along
• Passport & residence
renewal
• Etc.
M03: Setting Task Priorities & Deadlines 22
From Yearly to Monthly to Weekly to Daily Planner

Every date on a calendar must


translate to tasks:

• Tasks to do before the ‘date’


• Tasks to do after the ‘date’

These tasks MUST be registered on


a daily planner

• Result: A well-planned To-Do-List!

M03: Setting Task Priorities & Deadlines 23


Tips for an Effective To Do List
Must be done everyday
Must be realistic
Don’t over schedule
Allow a time cushion
Review every morning (or evening)
Add items as you do them

Before writing something, ask yourself: “why me?” –


Delegate!

Inch towards your goals

M03: Setting Task Priorities & Deadlines 24


To Do List – Sample
Today’s Goals
A:
B:
C:
Action Items
To Do
P/O Priority
7:00
8:00
9:00
10:00
11:00
12:00
Phone Calls 13:00
@ To Re: 14:00
15:00
16:00
17:00
20:00

M03: Setting Task Priorities & Deadlines 25


Prioritize Effectively

What should we Start with First?

M03: Setting Task Priorities & Deadlines 26


The Priorities Matrix
I II
Important, Not Urgent Important, Urgent
IMPORTANT

Prevention, relationship building, Crises


recognizing new opportunities, Pressing Problems
planning, recreation Deadline-driven projects

III IV
Not Important, Not Urgent Not Important, Urgent

Trivia, busy work, some mail, some Interruptions, some calls, some mail,
phone calls, time wasters, pleasant some reports, some meetings,
activities proximate, pressing matters, popular
activities

M03: Setting Task Priorities & Deadlines 27


The Priorities Matrix
I II
Important, Not Urgent Important, Urgent
IMPORTANT

Vision, perspective, balance, Stress, burnout, crisis management,


discipline, control, few crises fire-fighting, cholesterol, heart attack!
15%  65% 27%  20%

III IV
Not Important, Not Urgent Not Important, Urgent

Total irresponsibility, termination, Short term focus, crisis management,


career freeze, dependency chameleon, victimized, out of control,
2.5%  < 1% shallow relationships
55%  15%

M03: Setting Task Priorities & Deadlines 28


Stress Management

What do we do to deal with stress?

M03: Setting Task Priorities & Deadlines 29


Disease of the 21st Century

There is not a disease or illness in the modern world that is


not, in one way or another, affected, intensified or triggered
by STRESS.

Every illness known to man typically begins with a slow down


in immunity .

The illness then continues at various rates until it is out of


control or handled & eliminated by our natural defense
system.

One of the significant contributing factors is physical or


emotional STRESS.

M03: Setting Task Priorities & Deadlines 30


What is Stress?

Stress is the reaction


people have to
excessive pressures or
other types of
demand placed upon
them. It arises when
they worry that they
can not cope.

M03: Setting Task Priorities & Deadlines 31


Stress is:

Natural

A response to change

An adjustment to environment

Very individual

Can be physical & mental

Perceived as positive or negative

M03: Setting Task Priorities & Deadlines 32


Stress - Negative or Positive?

Depends on how we react

Negative
• Feelings of distrust, rejection, anger & depression
• Health problems such as headaches, upset
• stomach, insomnia, ulcers, high blood pressure,
• heart disease & stroke

Positive
• Can motivate us to action;
• Can result in a new awareness & new perspectives.

M03: Setting Task Priorities & Deadlines 33


Recognizing Stress

The following are indicators that you may be


encountering stress :
• General irritability.
• Elevated heart rate.
• Increased blood pressure.
• Anxiety-anxious feeling for no specific reason.
• Insomnia.
• Headaches.
• Indigestion.
• Pain in neck and / or lower back.
• Changes in appetite or sleep pattern.

M03: Setting Task Priorities & Deadlines 34


Sources of Stress

There are several major sources :

- Survival…

- Internally generated stress…

- Job stress…

- Nutrition…

- Lifestyle…

- In addition:

M03: Setting Task Priorities & Deadlines 35


Sources of Stress

Dangerous events
• Strong stressors that occur
• suddenly and typically affect
• many people simultaneously
Post-traumatic stress disorder (PTSD)
• Phenomena where victims
• of major catastrophes re-
• experience the original
• event.

M03: Setting Task Priorities & Deadlines 36


Source of Stress

Personal stressors (traumatic life events)


• Major life events that produce an
immediate major reactions.
• Negative events

Background stressors (daily problems )


• Minor irritations of life that we all face

Uplifts

• Minor positive events that make one feel


good
M03: Setting Task Priorities & Deadlines 37
Work-related Causes of Stress

Occupational demands
Conflict between work & non-work activities
Role conflict
Role overload
Role ambiguity
Responsibility for others
Lack of social support
Harassment
Etc..
M03: Setting Task Priorities & Deadlines 38
How to Deal with Stress ?

If your living & working environments are badly


organized, then they can be a major source of stress.

Individually, the points listed below may contribute only


in a small way.

Taken together, they can have a significant effect in


reducing stress.

M03: Setting Task Priorities & Deadlines 39


How to Deal with Stress ?

Time
Management

Individual
Relaxation Physical
Stress
Training Exercise
Management

Healthy
Diet

M03: Setting Task Priorities & Deadlines 40


Relaxation Techniques
Deep breathing…

Progressive muscle relaxation :


• Tense one muscle at a time
• Release the tension
• Continue through all muscle groups

Visual Imagery

Meditation / Yoga

Sleep

Massage…

M03: Setting Task Priorities & Deadlines 41


Relaxation

Benefits of
relaxation:
• Lower blood
pressure.
• Combats fatigue.
• Promotes sleep.
• Reduces pain.
• Eases muscle tension.

M03: Setting Task Priorities & Deadlines 42


An Advice

• Realize that what is stressful for one person may not be


stressful for another.

• When staff have negative attitudes toward their jobs & the
organization and frequently seem on edge or in a bad mood, try
to find out whether they are experiencing excessively high
levels of stress by asking about their concerns.

• When managing staff who help others as part of their job, be


on the lookout for the signs of burnout.

M03: Setting Task Priorities & Deadlines 43


An Advice

• When staff are experiencing too much stress and it is having


negative consequences, discuss with them about ways of
coping with stress.

• Let your subordinates know that you care about their well-
being and are willing to help them with problems.

• When staff seem to be having a lot of interpersonal problems


with other members or with customers or clients, determine
whether they are experiencing too high a level of stress.

M03: Setting Task Priorities & Deadlines 44


Module IV

Delegation

M04: Delegation 1
What is Delegation?

The word “Delegate" comes


from the Latin word “Deligo“,
meaning : “I let go".

M04: Delegation 2
Delegation

“… Is the distribution of
responsibility and authority to
others while holding them
accountable for their
performance”

M04: Delegation 3
Why to Delegate?

To develop new
To use skills and
leaders and build
resources already To get things done
new skills within
within the group
the group

M04: Delegation 4
Why to Delegate?

To prevent the Group members


To become more To allow everyone
group from getting feel more
powerful as a to be a part of the
too dependent on committed if they
group effort
one or two leaders have a role and
feel needed

M04: Delegation 5
Root Causes of Poor Delegation

Needs to be done now, and I can do it quicker and better

Do not know how or what to delegate

Not organized, no time available to provide necessary


instructions

Fear of competition from employees – job security

Afraid will lose credit & recognition

M04: Delegation 6
Root Causes of Poor Delegation

Fear of loss of control and authority (power)

Boss has a high interest in task

Confidential task

No one to delegate to

Fear that employee will not be able to handle the job

M04: Delegation 7
Learning the Steps to Effective Delegation

I - Introduce the task

D - Demonstrate clearly what needs to be done

E - Ensure understanding

A - Allocate authority, information & resources

L - Let go

S - Support & monitor

M04: Delegation 8
Introduce the Task

Determine task to be delegated

Determine tasks to retain

Select delegate

M04: Delegation 9
Determine Task to be Delegated

Those tasks you completed prior to assuming


new role

Those tasks your delegates have more


experience with

Routine activities

M04: Delegation 10
Determine Tasks to Retain

Supervision of subordinates

Planning

Tasks only you can do

Assurance of program compliance

M04: Delegation 11
Select Delegate

Look at individual strengths/weaknesses

Determine interest areas

Determine need for development of delegate

M04: Delegation 12
Demonstrate Clearly

Show examples of
previous work

Explain objectives

Discuss timetable,
set deadlines

M04: Delegation 13
Ensuring Understanding

Clear communication

Ask for clarification

Secure commitment

Collaboratively, determine methods for follow-up

M04: Delegation 14
Allocate Authority, Information, Resources

Provide access to all information sources

Refer delegate to contact persons or specific resources

Provide appropriate training to ensure success

M04: Delegation 15
Let go…

Communicate delegate’s authority

Step back, let them work

Don’t allow for reverse delegation

M04: Delegation 16
Support and Monitor

Schedule follow-up meetings

Review progress

Assist, when requested

Avoid interference

Publicly praise progress

M04: Delegation 17
What not to Delegate

Personal

Motivation

Training

Team building

Organization

Praising / reprimanding

performance reviews & promotions.


M04: Delegation 18

You might also like